J.P. Morgan Private Wealth Advisors’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $539K | Sell |
13,851
-13
| -0.1% | -$506 | ﹤0.01% | 1220 |
|
|
2023
Q2 | $557K | Sell |
13,864
-143,392
| -91% | -$5.76M | ﹤0.01% | 982 |
|
|
2023
Q1 | $6.38M | Sell |
157,256
-704
| -0.4% | -$28.6K | 0.01% | 534 |
|
|
2022
Q4 | $6.53M | Sell |
157,960
-9,753
| -6% | -$403K | 0.01% | 517 |
|
|
2022
Q3 | $6.4M | Sell |
167,713
-13,511
| -7% | -$516K | 0.02% | 500 |
|
|
2022
Q2 | $8.02M | Buy |
181,224
+16,629
| +10% | +$736K | 0.02% | 458 |
|
|
2022
Q1 | $8.55M | Sell |
164,595
-11,939
| -7% | -$620K | 0.02% | 477 |
|
|
2021
Q4 | $9.52M | Buy |
176,534
+19,809
| +13% | +$1.07M | 0.02% | 447 |
|
|
2021
Q3 | $8.83M | Sell |
156,725
-23,208
| -13% | -$1.31M | 0.02% | 456 |
|
|
2021
Q2 | $10.5M | Sell |
179,933
-4,834
| -3% | -$282K | 0.03% | 407 |
|
|
2021
Q1 | $10.3M | Sell |
184,767
-12,477
| -6% | -$696K | 0.03% | 367 |
|
|
2020
Q4 | $10.7M | Sell |
197,244
-5,015
| -2% | -$272K | 0.03% | 351 |
|
|
2020
Q3 | $9.83M | Sell |
202,259
-81,616
| -29% | -$3.97M | 0.04% | 331 |
|
|
2020
Q2 | $13.2M | Buy |
283,875
+259,601
| +1,069% | +$12.1M | 0.06% | 252 |
|
|
2020
Q1 | $1.04M | Sell |
24,274
-56
| -0.2% | -$2.4K | 0.01% | 702 |
|
|
2019
Q4 | $1.44M | Buy |
24,330
+4,665
| +24% | +$276K | 0.01% | 682 |
|
|
2019
Q3 | $1.15M | Buy |
19,665
+1,048
| +6% | +$61.4K | 0.01% | 713 |
|
|
2019
Q2 | $1.1M | Hold |
18,617
| – | – | 0.01% | 723 |
|
|
2019
Q1 | $1.11M | Sell |
18,617
-403
| -2% | -$24K | 0.01% | 761 |
|
|
2018
Q4 | $997K | Buy |
19,020
+174
| +0.9% | +$9.12K | 0.01% | 750 |
|
|
2018
Q3 | $1.06M | Buy |
+18,846
| New | +$1.06M | 0.01% | 809 |
|